401(k) · DOL Form 5500 · 2023
Carmody Torrance Sandak & Hennessey LLP 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 137
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $733,865
- Avg per participant High balance/head
Official DOL plan name: Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan · Sponsored by Carmody Torrance Sandak & Hennessey LLP · Connecticut · Professional & Technical Services
$101M in assets, 137 participants
Carmody Torrance Sandak & Hennessey LLP's Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan reported $101M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,792 in Professional & Technical Services (20,321 peers)
Coverage in Connecticut
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan covers 137 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $101M.
- #18,792
- in Professional & Technical Services (20,321 peers)
- +13.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan's outsized position by total assets
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,539,524 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan end-of-year assets rose from $89M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan reported participants rose from 123 in the plan year 2022 filing to 137 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060691344 · Carmody Torrance Sandak & Hennessey LLP PY 2023 · 401(k)
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan · $101M · 137 · 91st
- EOY $101M
- 5500 137
- ASSETS 91st
- PCT 401(k)
- EIN near Eshares, Inc. 401(k) Plan
- RANK ind #18792
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Connecticut →
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $12M |
| Employer EIN | 060691344 |
| Plan Effective Date | 1969-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carmody Torrance Sandak & Hennessey LLP)
Sponsor-wide plan assets over time
All Carmody Torrance Sandak & Hennessey LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 22.414898166711698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $89M |
| 2023 | 1 | 137 | $101M |
| 2024 | 1 | 140 | $109M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Carmody Torrance Sandak & Hennessey LLP Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Eshares, Inc. 401(k) Plan in CA ($101M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Eshares, Inc. 401(k) Plan (CA) $101M · 1,601
- Naes Corporation Corporate Retirement and 401(k) Plan (WA) $101M · 399
- Aunt Millie's Bakeries Union 401(k) Savings Plan (IN) $101M · 674
- 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan (NY) $101M · 1,443
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Valley Perinatal Services (AZ) 137 · 0 off
- Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) 137 · 0 off
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 137 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.